Are You Properly Utilizing Your Team’s Skills? [VIDEO]

I’m always astonished how difficult we make the Chief Lending Officer’s job.  Video: Are You Properly Utilizing Your Team’s Skills?: A Chief Lending Officer Case Study We tell essentially this wonderful human being, who is probably good at credit, “hey,...

Keeping Your Top 100 in Your Back Pocket [VIDEO]

During challenging times, the one thing you can count on is that desperate competitors and fly-by-night organizations are going to come in and try to take away your best customers.     Let’s face it, your top 100 customers, for any bank under $2-billion...

Why Bank Marketing Isn’t What It Used To Be

Marketing isn’t what it used to be. For many banks, it’s changing how you should be investing your marketing dollars and the strategies that you should be using. Video: Bank Marketing Isn’t What It Used To Be In my book,  The Breakthrough Banking Blueprint, I quote...

The Single Most Important KPI for ROI in Marketing [VIDEO]

I was speaking recently for a bank marketing association and what occurred to me was that I made a big discovery. I asked them how they move net interest margin. And I got that “huh?” look. Video: Single Most Important KPI for ROI in Marketing Then I dug a little bit...

Unleash Your Bank’s Full Sales Potential with a Proven Accountability and Visibility System [VIDEO]

I believe that most people working in banks perform at a fraction of their potential.   In this session, I will show you how your people (like many bankers before them who couldn’t but now do) can average 6–7+ cross-sales and ALL the deposits in a way that never feels...